Excel Stock Tracker

FINC 340 Investments Pfizer McDonald’s Bristol-Mysers Squibb 3M TICKER SYMBOL PFE MCD BMY MMM 100 100 100 100 400 Brown Forman Corporation Phillips 66 Facebook, Inc. American Water Works BF.A PSX FB AWK 100 100 100 100 400 CIM (Commercial Trust Corporation) Windstream Holdings Fifth Street Senior Floating Capital Finance Corporation CMT WIN FSFR CPTA POLICY Active Active Active Active OWNER P1 P1 P1 P1 Subtotal STYLE Large Cap Large Cap Large Cap Large Cap TOTAL SHARES 100 100 100 100 400 Random Random Random Random P2 P2 P2 P2 Subtotal Large Cap Large Cap Mega Cap Large Cap Passive Passive Passive Passive P3 P3 P3 P3 Subtotal Micro Cap Small Cap Micro Cap Micro Cap Grand Total 1,200 NAME OF SECURITY tments Stock Tracker Spreadsheet DIVIDEND PRICE PAYOUT PRICE WEEK #1 RATIO WEEK #2 $32.67 3.90% $157.76 2.40% $56.42 2.80% $203.53 2.30% PRICE PRICE WEEK #3 WEEK #4 PRICE WEEK #5 PRICE WEEK #6 PRICE WEEK #7 PRICE EXPECTED WEEK #8 ENDING PRICE $33.65 $162.49 $58.11 $209.64 $53.75 $83.66 $167.92 $81.66 40.60% 66.00% 0.00% 55.10% $55.36 $86.17 $172.96 $84.11 $15.45 $2.09 $8.78 $8.73 54.50% 28.71% 25.97% 17.87% $15.91 $2.15 $9.04 $8.99 POLICY Kiplinger: Market’s 30 Top Performing Stocks Kiplinger: Market’s 30 Top Performing Stocks Kiplinger: Market’s 30 Top Performing Stocks Kiplinger: Market’s 30 Top Performing Stocks #1 -S & P 500 Consumer Staples Sector #2 -S & P 500 Energy Sector #3 -S & P 500 Tech Sector #4 -S & P 500 Utilities Sector Nasdaq Largest Dividend Nasdaq Largest Dividend Nasdaq Largest Dividend Nasdaq Largest Dividend DESCRIPTION History of developing blockbuster drugs, such as Lipitor for cholesterol World’s biggest burger chain Drug maker with long list of successful acquisitions Best known for scotch tape. Makes 60,000 products Makers of Jack Daniels whiskey Engaged in a number of activities with the energy sector Social Media provider Water utility services provided in multiple regions CIM is a real estate investment trust (REIT) that owns and operates Class A office properties Provider of advanced network communication and technical solutions Specialty finance company that is closed-end, externally managed, non-diversified management investment company Externally managed, non-diversified management investment company. Classified as an “emerging growth company” that jumpstarts its business start-ups.